GWM
FTLS icon

Gilpin Wealth Management’s First Trust Long/Short Equity ETF FTLS Stock Holding History

Gilpin Wealth Management’s Portfolio FTLS Stock Details FTLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$10.4K Hold
136
– – 0.01% 340
2026
Q2 		$10K Hold
136
– – 0.01% 312
2026
Q1 		$9.57K Buy
+136
New +$9.64K 0.01% 294

Other funds holding FTLS

FEG
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
CCAL
City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
FD
Financial Designs Claremont, California $194M AUM 10.52% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Gilpin Wealth Management's FTLS Position: Q3 2026 in Review

Gilpin Wealth Management held its First Trust Long/Short Equity ETF (FTLS) position steady in Q3 2026 at 136 shares worth $10.4K. The position accounts for 0.01% of the portfolio, ranked #340.

Gilpin Wealth Management first reported a position in FTLS in Q1 2026 and has held it in 3 quarters since. 14 funds tracked by Wall St. Rank hold FTLS as of Q3 2026.

  • Gilpin Wealth Management held 136 shares of First Trust Long/Short Equity ETF worth $10.4K as of Q3 2026.
  • Gilpin Wealth Management left its First Trust Long/Short Equity ETF share count unchanged in Q3 2026.
  • First Trust Long/Short Equity ETF made up 0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #340 holding.
  • Gilpin Wealth Management first reported a position in First Trust Long/Short Equity ETF in Q1 2026 and has held it in 3 quarters since.
  • 14 funds tracked by Wall St. Rank held First Trust Long/Short Equity ETF as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.